See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,672 | $183,963+1.5% | $162,163+15.1% | $152,861+22.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.12% | 150.76%-129.6pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $19,874 | $6,371+212.0% | $5,614+254.0% | $4,762+317.3% |
| Participant deferral / active EE | $19,146 | $8,034+138.3% | $7,298+162.3% | $5,850+227.3% |
| Admin fee / account holder | $2,787 | $13,121-78.8% | $10,843-74.3% | $11,596-76.0% |